Skip to content
Disclosery

LPL Financial LLC: WSR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on WSR, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 11,625 WSR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,625 shares
    Change vs previous 13F -33,115 shares

    <0.01% of the 13F portfolio, value $220,407.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 44,740 shares
    Change vs previous 13F +3,861 shares

    <0.01% of the 13F portfolio, value $722,549.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 40,879 shares
    Change vs previous 13F +1,448 shares

    <0.01% of the 13F portfolio, value $567,805.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 39,431 shares
    Change vs previous 13F +5,268 shares

    <0.01% of the 13F portfolio, value $484,207.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 34,163 shares
    Change vs previous 13F +3,287 shares

    <0.01% of the 13F portfolio, value $426,356.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 30,876 shares
    Change vs previous 13F +1,029 shares

    <0.01% of the 13F portfolio, value $449,868.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 29,847 shares
    Change vs previous 13F +212 shares

    <0.01% of the 13F portfolio, value $422,930.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 29,635 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $400,966.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).